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LEAN Finance Function – How to use LEAN and continuous improvement tools and concepts to optimize your finance function – Webinar

ACTIVITÉ OFFERTE EN PARTENARIAT

  • Partner : Optima Management
  • Registration/cancellation : Follow the Order’s normal procedure.
  • Final registration confirmation sent by : Optima Management
  • Price: Please see the schedule fee below. Prices are subject to change without notice.
  • Webinar: Optima Management will send, in the days prior to the course, an email with the information you will need to access the course.

Webinar

Optima Management uses  ZOOM pro version. This version allows adjustements in settings that ensure very high security of computer systems. Consultez Optima's guide to learn more. 

Summary

It is recognized that accounting processes can be cumbersome in their work methods; whether we think of the month-end, the energy required for the budget process, the management of accounts payable (to name but a few), we realize that over the years, there has been a multiplication of control tools that have only accumulated one after the other without really taking the time to analyze the relevance of their usefulness. What if the LEAN approach were adopted to simplify accounting processes? Less waste, less time wasted, processes that are constantly improving and measures adapted to the new realities of the organization. This training will help you take this path.

Objectives

Enable managers of the finance function and accountants in organizations to apply Lean Management principles and tools to improve the organization's accounting/financial processes.  More specifically, at the end of the session participants will be able to : 

  • Identify the activities in their accounting processes that are sources of waste.
  • Target accounting processes that require immediate attention
  • Understand how many companies and organizations have streamlined the multiple tasks historically associated with accounting processes.
  • Will have applied various tools and concepts discussed to facilitate the implementation of an action plan within their own organization.

Contents

  • Lean Management principles and tools applied to the finance function
    • The 14 principles 
    • Customer orientation
    • Sources of waste
    • Just-in-time and Jidoka tools
  • Review of key accounting processes
    • Budgets
    • Month-end
    • Year-end
    • Taking inventory
    • Accounts Payable
    • Accounts Receivable
  • The improvement of accounting processes:
    • Taking into account the needs of our clients
    • And figure out what we really need
    • Breaking paradigms and finding innovative solutions
    • Best practices by accounting/financial process
    • Process documentation and its tools
    • LEAN performance measures for the accounting/finance processes
    • What to do with this new "spare time"

Target clientele

Accountants and organizational professionals who are responsible for the production and preparation of management information as well as any other person involved in the operations of the finance function.

Pedagogical approach

Throughout the training, the facilitator adopts winning strategies by:

  •  Building on the dynamism of the group;
  •  Dealing with practical problems;
  •  Allowing time for questions and discussion;
  •  Taking into account different learning styles;

Moderator

Michael dos Santos, FCPA, FCMA
Executive Consultant, Finance and Management consulting at Optima Management inc.

Mr. Michael dos Santos has over 35 years of practical experience in business development in North and South America, and has been directly involved in numerous strategic planning projects.  He has hands-on experience in the Finance function of small, medium and large enterprise and has been involved in numerous business process improvement projects, development of costing and pricing strategies, and implementation of performance measures/balanced scorecard.

Mr. dos Santos is an accomplished start-up entrepreneur, has been involved in numerous mergers and acquisitions in several countries, and is a Fellow of CPA Quebec for his contributions to the CPA profession, the business community, and not-for-profit involvement.  He was Chairman of the Board of CMA Canada in 2004 and has participated on numerous Boards of Directors in the profit and not-for-profit sectors.

Description complète


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Webinaire


Séance(s)
Pour tous

Saison de formation : 2020-2021
No de séance : 0780
Date de début : 2020-11-11, 08:30
Date de fin : 2020-11-11, 16:30
Durée : 7.00 h
Animateur : Animateur du partenaire
Renseignements complémentaires : Optima Management will send you by email, 24 to 48 hours prior to the course, the electronic material and theinformation you will need to access the Webinar.

Grille tarifaire

13 places disponibles

  Membre CPA Non-membre
À la carte 525,00 $ 595,00 $
Passeport CPA 525 CDP S/O
Passeport Multi-CPA 525 CDP S/O
Passeport Multi-usagers 525 CDP 675 CDP
Promo CPA 525 CDP S/O

Pour tous

Saison de formation : 2020-2021
No de séance : 2380
Date de début : 2021-02-17, 08:30
Date de fin : 2021-02-17, 16:30
Durée : 7.00 h
Animateur : Animateur du partenaire
Renseignements complémentaires : Optima Management will send you by email, 24 to 48 hours prior to the course, the electronic material and theinformation you will need to access the Webinar.

Grille tarifaire

17 places disponibles

  Membre CPA Non-membre
À la carte 525,00 $ 595,00 $
Passeport CPA 525 CDP S/O
Passeport Multi-CPA 525 CDP S/O
Passeport Multi-usagers 525 CDP 675 CDP
Promo CPA 525 CDP S/O

Pour tous

Saison de formation : 2020-2021
No de séance : 0589
Date de début : 2021-04-21, 08:30
Date de fin : 2021-04-21, 16:30
Durée : 7.00 h
Animateur : Animateur du partenaire
Renseignements complémentaires : Optima Management will send you by email, 24 to 48 hours prior to the course, the electronic material and theinformation you will need to access the Webinar.

Grille tarifaire

19 places disponibles

  Membre CPA Non-membre
À la carte 525,00 $ 595,00 $
Passeport CPA 525 CDP S/O
Passeport Multi-CPA 525 CDP S/O
Passeport Multi-usagers 525 CDP 675 CDP
Promo CPA 525 CDP S/O

Pour tous

Saison de formation : 2020-2021
No de séance : 1502
Date de début : 2021-07-15, 08:30
Date de fin : 2021-07-15, 16:30
Durée : 7.00 h
Animateur : Animateur du partenaire
Renseignements complémentaires : Optima Management will send you by email, 24 to 48 hours prior to the course, the electronic material and theinformation you will need to access the Webinar.

Grille tarifaire

20 places disponibles

  Membre CPA Non-membre
À la carte 525,00 $ 595,00 $
Passeport CPA 525 CDP S/O
Passeport Multi-CPA 525 CDP S/O
Passeport Multi-usagers 525 CDP 675 CDP
Promo CPA 525 CDP S/O

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